Andy Li's questions to China Yuchai International Ltd (CYD) leadership • H1 2025
Question
Andy Li of Daiwa Capital Markets sought clarification on the 2,000-unit capacity and 30% expansion for the Yuchai brand, its execution status, and the latest negotiation dynamics with data center clients. He also followed up on the sources of profit from the company's joint ventures.
Answer
Weng Ming Hoh, President & Director, clarified the 2,000-unit capacity is for in-house high-horsepower engines, with a 30%+ expansion confirmed for year-end. He noted 650 of these units went to data centers in H1. He described pricing as competitive and handled via OEM tenders. He also confirmed the MTU JV is the primary source of associate profit.